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Costco

1,995 hedge funds and large institutions have $91.1B invested in Costco in 2019 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 789 increasing their positions, 646 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+184
Holders Change %
+10.16%
% of All Funds
39.4%
Holding in Top 10
95
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.64%
% of All Funds
1.88%
New
274
Increased
789
Reduced
646
Closed
61
Calls
$1.44B
Puts
$2.36B
Net Calls
-$923M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
1201
Anchor Investment Management
South Carolina
$879K +$32.3K +110 +4%
QI
1202
Qtron Investments
Massachusetts
$879K +$879K +2,990 New
RWA
1203
Ropes Wealth Advisors
Massachusetts
$875K
GIM
1204
Grassi Investment Management
California
$874K +$26.4K +90 +3%
SIC
1205
Salem Investment Counselors
North Carolina
$871K +$44.4K +151 +5%
WCM
1206
Whitener Capital Management
North Carolina
$870K
BDF
1207
Balasa Dinverno & Foltz
$869K +$71.2K +242 +9%
FA
1208
FDx Advisors
Illinois
$868K -$307K -1,044 -26%
CC
1209
Centiva Capital
New York
$867K +$867K +2,949 New
SC
1210
Scholtz & Company
Connecticut
$866K +$254K +865 +42%
VCM
1211
Virtue Capital Management
Tennessee
$864K +$216K +733 +33%
CT
1212
Cambridge Trust
Massachusetts
$863K -$125K -424 -13%
HB
1213
Homrich & Berg
Georgia
$860K +$39.1K +133 +5%
HH
1214
Hilltop Holdings
Texas
$859K +$68.5K +233 +9%
SXL
1215
Summit X LLC
Missouri
$858K +$27.4K +93 +3%
HS
1216
Horan Securities
United States
$855K +$294 +1 +0%
MSFP
1217
Mark Sheptoff Financial Planning
Connecticut
$855K +$29.4K +100 +4%
RS
1218
Robeco Schweiz
Switzerland
$854K
Cetera Investment Advisers
1219
Cetera Investment Advisers
Illinois
$853K +$94.1K +321 +12%
BCCM
1220
Bridge Creek Capital Management
Massachusetts
$847K +$4.41K +15 +0.5%
ACS
1221
Archford Capital Strategies
Illinois
$843K -$73.5K -250 -8%
RTC
1222
Riverview Trust Company
Washington
$835K
CT
1223
Chicago Trust
Illinois
$834K -$59.6K -203 -7%
BCM
1224
Beck Capital Management
Texas
$832K +$14.1K +48 +2%
PA
1225
Procyon Advisors
Connecticut
$831K +$831K +2,827 New